Search Results for: client experience

15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Fintech News

ServiceLink Welcomes Yvette Gilmore as Senior Vice President of Servicing Product Strategy

Fintech News Desk
Industry veteran brings decades of housing and financial experience to mortgage leader ServiceLink is strengthening its leadership team to expand its innovative products and services by appointing Yvette Gilmore as its senior vice president of servicing product strategy. An accomplished and award-winning housing and finance veteran, Gilmore brings more than 20 years’ experience......
Planswell Fills C-Suite with Eye Towards Global Expansion
Business Fintech News

UP Fintech Reports a Net Profit for the First Time

Fintech News Desk
Despite being faced with a challenging start in 2020 due to the outbreak of the COVID-19 pandemic and the accompanying global economic volatility, UP Fintech Holding Limited (“UP Fintech” or the “Company”), a leading online brokerage firm focusing on global Chinese investors, recently posted impressive first-quarter financial results. Read More: GlobalFintechSeries......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Capital Markets Fintech Investment Services News Trading

Tier1 Financial Solutions Hires Reval Founder Okochi as President

Fintech News Desk
Tier1 Financial Solutions (“Tier1”), a leading provider of global relationship management solutions to capital markets, investment banking, and investment management firms, has appointed Jiro Okochi as President, responsible for managing the global operations of the firm. His hire comes at a time of increasing demand for collaboration, compliance, and workflow tools to......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Capital Markets Fintech Fintech Funding News

SEI Launches the SEI American Funds Strategies for Independent Advisors

Fintech News Desk
New Offering Brings Additional Flexibility to SEI’s Customizable Investment Platform SEI announced the launch of the SEI American Funds Strategies, built specifically for independent advisors leveraging the SEI Wealth Platform. Offered by Independent Advisor Solutions by SEI, these six strategies are built with American Funds by Capital Group to provide greater flexibility......
Stone Harbor Investment Partners Announces Hiring of Head of Distribution and Product Management for the Americas
Business Fintech Investment Services News

Stone Harbor Investment Partners Announces Hiring of Head of Distribution and Product Management for the Americas

Fintech News Desk
Stone Harbor Investment Partners LP (“Stone Harbor”), a global institutional fixed income investment manager with expertise in emerging markets debt and global credit strategies, announced that Mark A. Weiller has joined the firm as Head of Distribution and Product Management for the Americas. He will be based in New York.......
Westlake Financial Identifies Significant Portion of All Income Misrepresentation with IncomePass by Point Predictive
Fintech News Risk Management

Point Predictive’s Fraud Analysts Identifying $2 Million in Fraud Weekly

Fintech News Desk
Auto loan application volumes are down, but fraud continues to increase. Point Predictive, the San Diego-based company that provides machine learning solutions to lenders, announced that its Outsourced Fraud Management (OFM) service, driven by PointPredictive’s highly trained forensic fraud analyst team, has identified five new fraud patterns happening across the......
Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line
Fintech Mobile Banking News

Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line

Fintech News Desk
Paysign, a vertically integrated provider of innovative prepaid card programs, digital banking, and processing services for the corporate, consumer, and government applications, today announced three leadership appointments. Each appointee will be focused on enhancing Paysign’s Patient Affordability capabilities and will have a reporting relationship to Alberto Negron, Executive Vice President......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
Rutherford & Associates Welcomes Vice President of Sales and Marketing, Erich Colberg
Capital Markets Fintech News

Rutherford & Associates Welcomes Vice President of Sales and Marketing, Erich Colberg

Fintech News Desk
Rutherford & Associates is the creator of eoStar, a comprehensive ERP route accounting software for global modern beverage distribution organizations, announced that Erich Colberg has joined the executive team as the new Vice President of Sales and Marketing. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing......
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